| |
|
|
| Name: |
LIBERTY WEALTH MANAGEMENT LLC |
| City: |
OAKLAND |
| State: |
CA |
| Zip: |
94609 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
19 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DYNF |
Blackrock Us Equity Factor ... |
14 |
New |
$44.09 |
$10,491,000 |
236,755 |
2.05% |
10,491,000 |
236,755 |
2.631 |
N/A |
|
|
WM |
Waste Management Inc |
34 |
New |
$210.00 |
$3,624,000 |
17,001 |
0.71% |
3,624,000 |
17,001 |
0.004 |
Waste Management |
|
|
HEFA |
Ishares Currency Hedged Msc... |
55 |
New |
$0.00 |
$1,535,000 |
44,190 |
0.3% |
1,535,000 |
44,190 |
0.006 |
N/A |
|
|
BINC |
Blackrock Flexible Income Etf |
57 |
New |
$0.00 |
$1,478,000 |
28,268 |
0.29% |
1,478,000 |
28,268 |
0.031 |
N/A |
|
|
MTUM |
Ishares Msci Usa Momentum F... |
99 |
New |
$0.00 |
$547,000 |
2,920 |
0.11% |
547,000 |
2,920 |
0 |
N/A |
|
|
SMH |
Vaneck Vectors Semiconducto... |
117 |
New |
$208.63 |
$402,000 |
1,788 |
0.08% |
402,000 |
1,788 |
0.002 |
N/A |
|
|
WMT |
Wal-Mart Stores Inc |
154 |
New |
$60.24 |
$270,000 |
4,485 |
0.05% |
270,000 |
4,485 |
0 |
Discount, Variety Stores |
|
|
ICVT |
Ishares Convertible Bond Etf |
155 |
New |
$0.00 |
$264,000 |
3,280 |
0.05% |
264,000 |
3,280 |
0.003 |
N/A |
|
|
VOOG |
Vanguard S&P 500 Growth Etf |
160 |
New |
$304.65 |
$247,000 |
810 |
0.05% |
247,000 |
810 |
0.004 |
N/A |
|
|
GE |
General Electric Co |
165 |
New |
$168.86 |
$239,000 |
1,361 |
0.05% |
239,000 |
1,361 |
0 |
Conglomerates |
|
|
NVO |
Novo Nordisk A/S (ADR) |
169 |
New |
$126.69 |
$231,000 |
1,797 |
0.05% |
231,000 |
1,797 |
0 |
Drug Manufacturers - ... |
|
|
MPC |
Marathon Petroleum Corp |
168 |
New |
$180.93 |
$231,000 |
1,147 |
0.05% |
231,000 |
1,147 |
0 |
Oil & Gas Refining, P... |
|
|
BMY |
Bristol-Myers Squibb Co |
170 |
New |
$43.67 |
$229,000 |
4,217 |
0.04% |
229,000 |
4,217 |
0 |
Drug Manufacturers - ... |
|
|
DELL |
Dell Technologies Inc |
171 |
New |
$131.61 |
$226,000 |
1,983 |
0.04% |
226,000 |
1,983 |
0.001 |
N/A |
|
|
WEC |
WEC Energy Group Inc |
174 |
New |
$84.91 |
$218,000 |
2,653 |
0.04% |
218,000 |
2,653 |
0.001 |
Multi Utilities |
|
|
DIVB |
Ishares Us Dividend And Buy... |
178 |
New |
$0.00 |
$211,000 |
4,744 |
0.04% |
211,000 |
4,744 |
0.053 |
N/A |
|
|
RCL |
Royal Caribbean Cruises Ltd |
180 |
New |
$141.68 |
$200,000 |
1,441 |
0.04% |
200,000 |
1,441 |
0.001 |
Sporting and Park Ent... |
|
|
ENPT |
L2 Medical Development Co |
184 |
New |
$0.00 |
$30,000 |
30,000 |
0.01% |
30,000 |
30,000 |
0.193 |
N/A |
|
|
WLB |
Westmoreland Coal Co |
194 |
New |
$0.01 |
$0 |
20,000 |
0% |
0 |
20,000 |
0 |
Industrial Metals & M... |
|
